Mvelopes Customer Ideas

Mortgage accounts no longer reflect payments

When a mortgage payment appears in the inbox, the user places in a corresponding "debt" envelope. This debt envelope is funded every month. The problem is on the account side. The account for this mortgage shows a "Register Balance" and online "Balance." The problem is that transactions on the envelope side are not reflected on the account side (i.e. user can see ALL checking account transactions in the checking account--why not for the savings account?) The result is that the account register and online balance never are reconciled unless, as I'm told by an agent, if I make a manual transaction every month. Seems like this is a big oversight and should be resolved!

  • Guest
  • Jan 6 2022
  • Attach files